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Israel Discount Bank of New York’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Israel Discount Bank of New York’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,167
Closed -$408K – 47
2024
Q2 		$408K Sell
10,167
-19,827
-66% -$826K 0.65% 29
2024
Q1 		$1.23M Sell
29,994
-41,596
-58% -$1.63M 1.54% 19
2023
Q4 		$2.93M Sell
71,590
-20,078
-22% -$799K 2.3% 13
2023
Q3 		$3.71M Buy
91,668
+180
+0.2% +$7.38K 3.08% 9
2023
Q2 		$3.67M Buy
91,488
+22,225
+32% +$917K 2.92% 9
2023
Q1 		$2.93M Buy
69,263
+15,336
+28% +$668K 2.2% 13
2022
Q4 		$2.34M Buy
53,927
+6,287
+13% +$267K 1.98% 14
2022
Q3 		$1.79M Sell
47,640
-184
-0.4% -$7.4K 1.48% 17
2022
Q2 		$1.9M Buy
47,824
+2,163
+5% +$97.7K 1.44% 17
2022
Q1 		$2.14M Buy
45,661
+4,317
+10% +$188K 1.4% 19
2021
Q4 		$1.63M Buy
+41,344
New +$1.6M 1.01% 20

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Israel Discount Bank of New York's GUNR Position: Q3 2024 in Review

Israel Discount Bank of New York sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q3 2024, closing a stake of 10,167 shares — an estimated $408K sold.

Israel Discount Bank of New York first reported a position in GUNR in Q4 2021 and held it in 11 quarters. The position peaked at $3.71M in Q3 2023. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • Israel Discount Bank of New York reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q3 2024 after selling out during the quarter.
  • Israel Discount Bank of New York sold 10,167 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2024, an estimated $408K.
  • Israel Discount Bank of New York first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and held it in 11 quarters.
  • Israel Discount Bank of New York's FlexShares Global Upstream Natural Resources Index Fund position peaked at $3.71M in Q3 2023.
  • 266 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2024.

Based on Israel Discount Bank of New York's 13F filing for Q3 2024, filed 8 Nov 2024.